While tax preparation reminder postcards and “Thank You” notes can help – you need a way to control your schedule without disrupting your workflow and cutting into delivering the quality service that will keep your clients loyal.

Beyond enabling more control over work schedules and the productivity benefits mentioned above, online appointment software for financial services gives financial advisors additional business benefits.

Brick-and-mortar retail still dominates, but it’s no secret that the expectations of today’s consumer are increasing, which in turn forces retailers to reexamine how they manage the in-store experience.